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Course/Product Description
Title:

Matching Investments To Tax Savings Techniques

SKU:OT-1003215
Format: Online Training Course
Order:Qty: Select State:
Description:

Matching Investments To Tax Savings Techniques

Taxes aren't taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients.

This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.

The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.

In this course, the basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined.

Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Licenses / Designations / Educational Credits:CPE
Alabama: 16
Alaska: 16
Arizona: 16
Arkansas: 16
California: 16
Colorado: 16
Connecticut: 16
DC: 16
Delaware: 16
Georgia: 16
Hawaii: 16
Idaho: 16
Illinois: 16
Indiana: 16
Iowa: 16
Kansas: 16
Kentucky: 16
Louisiana: 16
Maine: 16
Maryland: 16
Massachusetts: 16
Michigan: 16
Missouri: 16
Montana: 16
Nebraska: 16
Nevada: 16
New Hampshire: 16
New Jersey: 16
New Mexico: 16
New York: 16
North Carolina: 16
North Dakota: 16
Ohio: 16
Oklahoma: 16
Pennsylvania: 16
Rhode Island: 16
South Dakota: 16
Texas: 16
Utah: 16
Vermont: 16
Virginia: 16
Washington: 16
West Virginia: 16
Wisconsin: 16
Wyoming: 16
About The Provider: JN Productions has been a self-study CPE provider since 1994. All of our CPE courses have been developed using national and state guidelines so that the material will be accepted nationwide for accounting CPE credit.

JN Productions is a NASBA Registry QAS provider and our courses are accepted by all 50 state Boards of Accountancy.

In addition:
-We are an IRS approved Continuing Education Provider.
-Our courses meet the CPE credit standards of the Institute for Management Accountants CMA designation. CMAs should choose courses from acceptable subject areas, as outlined in the IMA’s Continuing Education Requirements and Rules.

CPE Courses are offered in the following fields of study: Accounting, Auditing, Taxation, Management Advisory Services, Marketing, Administrative Practice, Finance, Business Law, Ethics, & Specialized Knowledge. All course are available as online courses or with optional printed workbooks.
Price: $129.00
Applicable Discounts:Required VolumeDiscountPrice
 Qty: 2$12.90$116.10
 Qty: 5$19.35$109.65
 Qty: 10$32.25$96.75
More Info: Contact Us For More Information
Order:Qty: Select State:
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